Benedetti, Gucer & Associates · 1 day ago
Senior Tax Guru (AKA, Tax Whisperer, Master Jedi of Taxation)
Atlanta, GA
Full-time
Remote
Senior Level
5+ years exp
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Responsibilities
Take the reins on reviewing tax returns, making sure everything is shipshape and won’t trigger any surprise IRS visits.
Sniff out any lurking tax liabilities and risks, and put a plan in place that our clients can actually understand.
Help clients navigate the murky waters of tax audits, notices, and other tax-related shenanigans.
Stay on top of tax law changes like a hawk. We’ll need you to be the all-knowing tax oracle around here.
Lead a team of tax associates who need your guidance to stay on track and hit goals like champs.
Coordinate with Wealth Management and other departments to make sure our tax strategies are in sync with the big-picture goals. (Yes, everyone needs you.)
Mentor, coach, and generally be the tax guru for the team. They’ll look to you for guidance, wisdom, and maybe a joke or two to get through tax season.
Prepare and review individual, corporate, partnership, and fiduciary tax returns for our amazing wealth management clients.
Work your tax magic to provide clients with strategies that save them money and make them feel like tax season is actually worth it.
Team up with our Financial Advisors to dish out top-notch tax planning and advice, tailored to our clients' unique financial goals (because one size does not fit all).
Understand and internalize our mission and values. Use these as your compass. Refer back to our mission and values if you are ever unsure about the best course of action to take with a client.
Whatever else we dream up. Expect the unexpected, and stay ready for anything tax-related that comes your way.
Add your special touch to our quirky, collaborative team.
Qualification
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Required
Certified Public Accountant (CPA) or Enrolled Agent (EA) certification
Bachelor’s degree in Accounting, Finance, or a related field
At least 5 years of experience in tax preparation and planning
Deep expertise in Tax Planning, Compliance, and Preparation
Problem-solving skills
Detail-oriented with laser-focus accuracy
Proficiency in tax preparation software and Microsoft Office Suite
Top-notch communication and interpersonal skills
Leadership chops
Preferred
Experience with Wealth Management clients
Benefits
Competitive salary and performance-based bonuses (because your hard work should pay off).
Comprehensive benefits package, including health, dental, and vision insurance (we’ve got you covered).
Retirement plan with company match (because we’re all about planning for the future).
Profit Sharing Plan (seriously, we want you to retire one day).
Generous paid time off and holidays (work-life balance is our jam).
Opportunities for professional development and continuing education (never stop learning).
A supportive, collaborative, and downright fun work environment.
Company
Benedetti, Gucer & Associates
Benedetti, Gucer & Associates is a registered investment advisory company that provides suitable investment advice to its clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeffrey C Cone, CFA, CAIA
Chief Investment Officer
Megan Randle
Chief Operations Officer
Company data provided by crunchbase
